Ed Slott
Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport
Ed Slott, a certified public accountant, is a financial expert specializing in retirement planning, IRAs and tax issues. He created the IRA Leadership Program and Ed Slott's Elite IRA Advisor Group. Twitter: @theslottreport
The agency changes course after Tax Court ruling; it will pull proposed regulation.
Most stocks and other traditional investments are easy to value. The price is determined by the markets or…
Recently, the Tax Court ruled that an individual was liable for the 10% early-distribution penalty on a retirement…
A ruling against the plaintiff in a recent pension benefit case highlights the need for financial advisers to…
Spoiler spoiler: Financial advisers must ensure that clients' IRA accounts will be shielded from bankruptcy court dunners.
Custodian's error almost ruined client's retirement and still cost her $10,000 in IRS fees.
With tax issue settled, it's time for financial advisers to help clients re-evaluate their plans
Hurricane Sandy’s pummeling of the Eastern U.S. caused more than $50 billion in damages, according to some estimates.
Consider the case of a man who named his wife as the beneficiary of his union pension but…
Certified public accountants across the country who are preparing 2011 tax returns are seeing clients who don’t have…
